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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $236M AUM 472 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 26 Added 87 Reduced 8 Exited
Page 10 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GXO GXO LOGISTICS INCORPORATED Industrials 2,094.0 $109K 0.05% $51.85 -3.6%
182 SYM SYMBOTIC INC Industrials 2,000.0 $106K 0.04% $53.20 -13.1%
183 CANADIAN PACIFIC KANSAS CITY 1,296.0 $102K 0.04% $78.66
184 FLOT ISHARES TR 1,946.0 $99K 0.04% $50.95 +0.2%
185 UNP UNION PAC CORP Industrials 404.0 $98K 0.04% $242.62 +7.7%
186 ADP AUTOMATIC DATA PROCESSING IN Industrials 480.0 $98K 0.04% $203.18 +8.0%
187 AJG GALLAGHER ARTHUR J & CO Financial Services 450.0 $97K 0.04% -130.0 -22.4% $216.58 -6.9%
188 HON HONEYWELL INTL INC Industrials 429.0 $97K 0.04% -100.0 -18.9% $226.03 +3.4%
189 MET METLIFE INC Financial Services 1,365.0 $97K 0.04% $70.72 +17.3%
190 RKLB ROCKET LAB CORP Industrials 1,500.0 $96K 0.04% NEW $64.22 +110.5%
191 AWR AMER STATES WTR CO Utilities 1,250.0 $95K 0.04% $75.62 +1.8%
192 EMR EMERSON ELEC CO Industrials 713.0 $93K 0.04% $131.02 +8.8%
193 XLK SELECT SECTOR SPDR TR 670.0 $89K 0.04% $132.90 +43.4%
194 TFC TRUIST FINL CORP Financial Services 1,850.0 $85K 0.04% -203.0 -9.9% $45.97 +3.5%
195 BERKSHIRE HATHAWAY INC DEL 170.0 $81K 0.04% $479.20
196 IJH ISHARES TR 1,195.0 $81K 0.03% $67.53 +10.3%
197 CVR PARTNERS LP/CVR NITROGEN 634.0 $80K 0.03% $126.67
198 AMAT APPLIED MATLS INC Technology 230.0 $79K 0.03% $341.79 +32.2%
199 CIM CHIMERA INVT CORP Real Estate 6,205.0 $78K 0.03% -499.0 -7.4% $12.55 +8.4%
200 KLAC KLA CORP Technology 51.0 $75K 0.03% $1472.41 +32.9%
Page 10 of 24  ·  472 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Financial Services 14.2%
Industrials 12.9%
Healthcare 11.5%
Communication Services 8.8%
Consumer Cyclical 8.3%
Consumer Defensive 6.3%
Energy 4.6%
Utilities 3.1%
Real Estate 1.6%